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SIE.2.A.1 FINRA · SIE

Equity securities — common, preferred, ADRs, rights, warrants

Node 5 of 13 in SIE

Objectives

  • Identify the key rules and §§ that apply to equity securities — common, preferred, adrs, rights, warrants.
  • Apply the SIE.2.A.1 knowledge element in a typical exam scenario.
  • Recognize common distractors and partial-credit answers.

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SIE.2.A.1

Equity securities — common, preferred, ADRs, rights, warrants

SIE · Section 2 — Understanding Products and Their Risks 2.A · Equity

**Common stock** represents residual ownership — voting rights, pro-rata claim on dividends (declared by the board), and pro-rata claim on liquidation proceeds after creditors and preferred. Statutory voting = 1 share = 1 vote per issue. Cumulative voting lets holders pool votes across director seats (favors minority holders).

**Preferred stock** pays a stated dividend (fixed rate or %). Features: • **Cumulative** — missed dividends accrue, must be paid before any common dividend. • **Participating** — in addition to stated dividend, shares in excess profits with common. • **Convertible** — exchangeable into common at a fixed ratio. • **Callable** — issuer may redeem at a stated price/date.

Preferred ranks senior to common but junior to debt in liquidation.

**ADRs (American Depositary Receipts)** — dollar-denominated receipts issued by US depositary banks representing foreign shares held abroad. Holders face currency risk on dividends and may face foreign withholding tax (creditable against US tax).

**Rights** — short-term (usually 30–45 day) privileges given pro-rata to existing shareholders in a rights offering, exercisable at a subscription price below current market.

**Warrants** — longer-term (typically 2–10 years) options to buy stock at a fixed price, often attached to bonds as a sweetener. Detachable warrants trade separately.

**Risks:** market risk, business/financial risk, regulatory risk, liquidity risk, inflation/purchasing-power risk.

SIE Content Outline §2.A SEA §12 (registration of securities)

Check yourself

3 quick questions — no score kept, just formative feedback.

  1. Q1 · SIE.2.A.1

    A cumulative preferred stock has a 5% dividend on $100 par. The issuer pays no dividends for 2 years, then wishes to pay a common dividend. It must first pay preferred holders:

    Answer choices
  2. Q2 · SIE.2.B.2

    A municipal general obligation (GO) bond is backed by:

    Answer choices
  3. Q3 · SIE.2.C.1

    Mutual fund shares are purchased and redeemed at the next-computed net asset value (NAV). This pricing requirement is called:

    Answer choices

Tutor

Scoped to SIE.2.A.1 .

  1. Ask questions about this passage. Answers cite the specific corpus chunk and regulation. The tutor will never reproduce real exam items.